-10.8%
MDLN vs HALO
+70.0%
-80.8%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.5% | +0.5% | +0.1% |
| 7D | +3.7% | +4.6% | -0.9% | +2.8% |
| 30D | -0.2% | +31.8% | -32.0% | -5.7% |
| 3M | +6.2% | +53.9% | -47.7% | -3.4% |
| 6M | -14.7% | +57.4% | -72.0% | -24.4% |
| YTD | -12.9% | +63.7% | -76.6% | -22.7% |
| All | -10.8% | +70.0% | -80.8% | -20.9% |
Cumulative growth
Daily Returns
Daily percentage return beside HALO.
Daily Out/Under-Performance
Portfolio return minus HALO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HALO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded HALO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling